Find Qualified Advisors

Protect your assets by using qualified advisors with the right credentials. Learn what qualities to seek out when searching for a financial advisor, and the red flags that should send you looking for a different advisor.
Registered Investment Advisor Definition
What Is a Registered Investment Advisor or RIA?
Two women look at a phone.
Find out Why Betterment and Wealthfront are Popular Robo-Advisors
A couple reviews and signs paperwork with a financial advisor in an office
Finding an Independent Financial Advisor You Can Trust
potential costs of hiring a financial advisor: ask your intended advisor for a clear explanation of their compensation before you hire them
Learn About Hiring a Financial Advisor and How Much One Costs
Wealth Manager meeting her client in her office
What Is Wealth Management?
Senior couple meeting with financial advisor
What Is a Fee-Only Financial Advisor?
Young couple meeting with financial advisor
Do I Need a Financial Advisor?
Couple getting financial consult
How to Check Your Financial Advisor's Credentials & Complaints
Retirement planner going over financial goals with an older couple
What Will a Good Retirement Planner Do for Me?
Young businessman checks his Betterment account
Betterment Review
a business woman speaking with an older couple
Tips on What Questions to Ask a Potential Financial Planner
A woman invests on her phone.
What Are Robo-Advisors?
Couple meeting with a financial advisor
5 Search Engines to Help You Find the Right Financial Advisor
Couple speaking with financial advisor at desk
Financial Advisor Credentials That Matter and What They Mean
Robo advisor managing a portfolio.
What Robo-Advisors Can Do Better (and Worse) Than Financial Advisors
a financial adviser discusses fees with clients.
Here Is a List of 5 Rules to Follow to Avoid Bad Investments
A woman uses her smartphone to access her investment robo-advisor.
Investing for Retirement Through Robo-Advisors
Couple looking at computer screen with their financial advisor
What's Your Financial Advisor Not Telling You? 9 Things to Consider